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Investment Analysts in California

Investment Analysts in Oakland, CA

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108 results found

Greg Novak Oakland, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Board Member • Owner • Chairperson • Financial Manager • Management Team Executive • Operations Manager • Chief Executive • Master of Science • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Guide • Tour Guide • Advocate • Jurist • Legal Counsel • Project Managers • Real Estate Sales Agent • Team Member • Managers • Sales Representative • Logistician • Prize Fighter • Professional Athlete • Sports Person • Athletes

Experience & Education

Position:
Association Portfolio Manager at Collins Management Company, Board Member at Community Policing...
Title:
Association Portfolio Manager at Collins Managment
Location:
Oakland, California
Industry:
Real Estate
Work history:
Collins Management Company - Richmond, caAssociation Portfolio Managersince Apr 2012Community Policing Advisory Board - City of Oakland - Oakland, CaBoard Membersince Jun 2011
Skills:
Real Estate, Budgeting, Customer Service, Investments, Rentals, Tenant, Property Management,...
Full Profile

Dan Souza San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Counselor • Business Administrator • Business Manager • Business Intelligence Professional • Advisor • Business Consultant • Information Technology Specialist • IT Specialist • Senior Vice President • Chief Executive Officer • Senior Manager • Chief Operating Officer • Financial Manager • Vice President • Chief Executive • Corporate Executive • Operations Manager • General and Operations Manager • Director of Operations • Area Manager • Managers • Air Transportation Worker • Software Developers • IT Manager • Project Managers • Region Manager • Financial Officer • Technology Director • Technology Manager • Technical Managers • Hospital Care Professional • Health Professional • Health Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Sports Trainers

Experience & Education

Position:
Enterprise Investment Planning Consultant at Kaiser Permanente IT Finance
Title:
Enterprise Investment Planning Consultant at Kaiser Permanente
Location:
San Francisco Bay Area
Industry:
Information Technology and Services
Work history:
Kaiser Permanente IT Finance - Pleasanton, CAEnterprise Investment Planning Consultantsince Jan 2010Kaiser Permanente - Oakland, CAPortfolio Manager Business Infrastructure BIOJan 2008 - Jul 2010
Skills:
Teamwork, Organizational Structure, SDLC, Infrastructure, Workshop Facilitation, PMO, PMP, Project...
Languages:
spanish
Full Profile

Dawn Tishler San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Manager • Director • Operations Manager • Financial Manager • Analyst • Analysts • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Information Technology Specialist • IT Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Project Managers • Business Consultant • Advisor • Managers • Computer Network Professional • Network Administrator

Experience & Education

Position:
Manager, Enterprise Portfolio Management Office at AAA Northern California, Nevada & Utah...
Title:
Manager of the Enterprise Portfolio Management Office at AAA Northern California, Nevada & Utah Insurance Exchange
Location:
San Francisco Bay Area
Industry:
Information Technology and Services
Work history:
AAA Northern California, Nevada & Utah Insurance Exchange - Emeryville, CAManager, Enterprise Portfolio Management Officesince Sep 2012Blackhawk Network - Pleasanton, CADirector, Portfolio Manager - Financial ServicesFeb 2011 - Sep 2012
Skills:
Business Process Improvement, Management Consultant, Online Product Development, Project Portfolio...
Full Profile

Reana Meiri San Francisco, CA

Professions & Specialties

Financial Services Professional • Portfolio Manager • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Compliance Officer • Security • Bank Examiner • Finance and Accounting Specialist • Financial Compliance Examiner • Auditor • Accounting Bookkeeper • Bookkeeper • Director of Quality Control • Chief Operating Officer • Compliance Manager • General and Operations Manager • Director of Operations • Operations Manager • Financial Manager

Experience & Education

Position:
Compliance Officer at Investments Management Firm
Title:
Financial Services Professional
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Investments Management Firm - San Francisco Bay AreaCompliance Officersince Jan 2008WHV Investments Management Inc Portfolio AccountantJan 2006 - Jan 2008
Languages:
Russian, Hebrew
Full Profile

Sita Kalaria San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Analyst • Analysts • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Adjunct Instructor • Lecturer • Postsecondary Teacher • Financial Manager • Managers • Mathematical Science Teacher • Corporate Executive • Chief Executive • Hospital Care Professional • Health Professional • Health Practitioner • Mathematician

Experience & Education

Position:
Senior Sourcing Analyst at Pacific Gas and Electric Company
Location:
San Francisco, California
Industry:
Utilities
Work history:
Pacific Gas and Electric Company - San Francisco Bay AreaSenior Sourcing Analystsince Jul 2010Golden Gate University - San Francisco Bay AreaAdjunct Math ProfessorJan 2011 - Apr 2011
Skills:
Strategic Sourcing, Supply Chain, Spend Analysis, Cross-functional Team Leadership, Procurement,...
Languages:
Hindi, Gujarati
Full Profile

David Smethurst San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Project Manager • Counselor • Advisor • Senior Project Manager • Director • Project Managers • Senior Manager • Operations Manager • Financial Manager • Equipment Tools Purchasing Agent • Supplier • Department Store Salesperson • Retail Professional • Retail Salesperson • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Biotechnology Professional • Biologist • Biological Scientist • Computer Software Professional • Software Engineer • Software Developers

Experience & Education

Position:
Senior Project Manager/Benefit Portfolio Manager at Kaiser Permanente
Title:
Program and Project Manager, Kaiser Permanente
Location:
San Francisco Bay Area
Industry:
Computer Software
Work history:
Kaiser Permanente - Oakland, CASenior Project Manager/Benefit Portfolio Managersince May 2009Intraware/Flexera Software - San Francisco Bay AreaDirector of Program ManagementJan 2005 - Apr 2009
Skills:
Client Relationship Building, Research, Program Management, Software Development, Customer...
Languages:
French, Spanish
Full Profile

Erin Dare Oakland, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Chairperson • Manager • Production Manager • Production Director • Chief Executive • Operations Manager • Financial Manager • Volunteer • Non-Profit • Advertising Professional • Marketing Professional • Advertising Sales Agent • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Entertainer

Experience & Education

Title:
Mastering Memorable Experiences - Certified Experiential Event Marketing, Trade Show, and Meeting Planning Management
Location:
Oakland, California
Industry:
Marketing and Advertising
Work history:
Berkeley Ballet Theater - Berkeley, CaliforniaGala ChairmanOct 2011 - Apr 2012Dolby Laboratories - San Francisco Bay AreaSr. Manager, Worldwide Events and Trade Shows2005 - Oct 2011
Certifications:
Certified Trade Show Marketer (CTSM), College of Illinois / San Francisco State University
Full Profile

James Boyle San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Managing Partner • Financial Director • Partner • Chief Executive • Financial Officer • Financial Manager • Model • Independent Contractor • Construction • Contractor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Master of Science • Educator • Education Professional • Instructor • Independent Business Owners • Analysts

Experience & Education

Position:
Managing Partner at JDB Consultants, LLC
Title:
Managing Partner, JDB Consultants, LLC
Location:
San Francisco Bay Area
Industry:
Management Consulting
Work history:
JDB Consultants, LLC - Emeryville, CaManaging Partnersince Jan 2000Game Dojos Management L.L.C. - San Francisco Bay AreaCFO2011 - Jun 2012
Skills:
Accounting, Quickbooks, Due Diligence, Financial Reporting, Tax, Statements, Financial Analysis,...
Certifications:
Certificate in Real Estate, City College of San Francisco
Tax Preparer Identification Number, IRS
Full Profile

Kyle Mckenzie San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Model • Investor • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Managers • Analysts • Chief Executive • Operations Manager • Student Worker • Sales Representative

Experience & Education

Position:
Assistant Portfolio Manager at United States Commodity Fund
Title:
Assistant Portfolio Manager, United States Commodity Funds
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
United States Commodity Fund - Oakland, CAAssistant Portfolio Managersince Jun 2010Grant Thornton Economic Advisory AssociateAug 2008 - May 2010
Certifications:
Series 7 Licensed Broker Dealer, FINRA
Series 63 Certification, FINRA
Full Profile

Wing Ng San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Analyst • Volunteer • Analysts • Non-Profit • Auditor • Articled Clerk • Lawyers • Information Technology Specialist • IT Specialist • Financial Manager • Bookkeeper • Operations Manager • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Commercial Buildings Benchmarking at Alameda County Department of Education, Energy Analyst /...
Title:
Commercial Buildings Benchmarking at Alameda County Department of Education
Location:
San Francisco Bay Area
Industry:
Information Technology and Services
Work history:
Alameda County Department of Education Commercial Buildings Benchmarkingsince Jul 2011Laney College, Oakland CA USA - Oakland, CAEnergy Analyst / Energy Auditor / Video-Shooting Proctor (Volunteer)since Aug 2010
Full Profile

Ashok Ramnirmal Oakland, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Program Director • Operations Manager • Financial Manager • Model • Computer Software Professional • Software Developers • Senior Manager • Project Managers • Chief Executive • Computer Games Professional • IT Specialist • Computer Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Consultant • Advisor

Experience & Education

Position:
Portfolio/Program Manager at PayPal & eBay, Portfolio/Program Manager at Syntel
Title:
Program Manager at PayPal
Location:
Chennai Area, India
Industry:
Computer Software
Work history:
PayPal & eBay - Chennai Area, IndiaPortfolio/Program Managersince Oct 2011Syntel - Chennai, IndiaPortfolio/Program Managersince Mar 2008
Skills:
Project Portfolio Management, Program Management, Project Portfolio Management, Service Delivery,...
Full Profile

Linda Yaxley San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Coordinator • Managers • Customer Service • Client Service Officer • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Manager • Board Member • Operations Manager • Financial Manager • Management Team Executive • Office Clerk • Clerical Specialist • Advisor • Team Member • Travel Agent • Real Estate Manager • Real Estate Sales Agent • Recruitment • Graphic Designer

Experience & Education

Position:
Adventure Coordinator - Latin/South America at Mountain Travel Sobek
Title:
Adventure Coordinator
Location:
San Francisco Bay Area
Industry:
Leisure, Travel & Tourism
Work history:
Mountain Travel Sobek - Emeryville, CAAdventure Coordinator - Latin/South Americasince Jun 2011Bay West Property Management - San Francisco, CAAssociation ManagerApr 2008 - Dec 2010
Languages:
Italian, Spanish
Full Profile

Chuck Rosselle San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Information Technology Specialist • IT Specialist • Chairperson • Financial Manager • Chief Executive • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Software Developers • General and Operations Manager • Director of Operations • Community Service Manager • Public Relations Professinal

Experience & Education

Position:
Portfolio Manager at U.S. Nuclear Regulatory Commission
Location:
San Francisco Bay Area
Industry:
Information Technology and Services
Work history:
U.S. Nuclear Regulatory Commission - Rockville, MDPortfolio Managersince Sep 2008Sitoa Corporation - Oakland, CAPresident2001 - 2005
Full Profile

Michelle Bleckley San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Representative • Computer Software Professional • Software Developers • Financial Manager • Tour Guide • Advisor • Business Administrator • Organization Management • Operations Manager • Tutor • Bachelor of Science • Property Manager • Real Estate Manager • Marketing Professional • Advertising Sales Agent • Student Worker

Experience & Education

Position:
Business Development Representative at PeopleMatter
Location:
San Francisco Bay Area
Industry:
Computer Software
Work history:
PeopleMatter Business Development Representativesince Jul 2013Chapman University Student-managed Investment Fund - Orange, CAPortfolio ManagerFeb 2013 - May 2013
Full Profile

Dawn Cates San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Customer Service • Client Service Officer • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Financial Manager • Operations Manager • Project Managers • Market Research Analyst • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Position:
Real Estate and Development at Apple, Inc.
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
Apple, Inc. Real Estate and Developmentsince Oct 2011Harsch Investment Properties Sr. Lease Administrator (Retail Portfolio Manager)Aug 2001 - Oct 2011
Skills:
Real Estate, Investment Properties, Property Management, Commercial Real Estate, Leases, Lease...
Full Profile

Jeffry Scoffern Oakland, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Acting Professional • Impersonator • Financial Manager • Real Estate Sales Agent • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Non-Profit

Experience & Education

Position:
Portfolio Manager, Income Property at Moyer Realty Co.
Title:
Portfolio Manager at Moyer Realty Co.
Location:
Oakland, California
Industry:
Real Estate
Work history:
Moyer Realty Co. - Oakland, CAPortfolio Manager, Income Propertysince Jan 1998SAG-AFTRA Actor1984 - 2013
Full Profile

Bailey Douglass San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Marketing Professional • Advertising Sales Agent • Supporting Member • Investor • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Instructor • Pedagogue • Financial Manager • SEO Specialist • Internet Marketing Manager • Web Marketer • Organization Management • Managers • Administrative Clerk • Clerical Specialist • Marketing Manager • Operations Manager • Sales Manager • Chef • Food Preparer • Food Preparation Worker • Recruitment • Captain • Notary • Lawyers • Student Worker • Sales Executive

Experience & Education

Position:
Associate at Point Lobos Capital
Title:
Innovative Marketer
Location:
San Francisco, California
Industry:
Financial Services
Work history:
Point Lobos Capital - San Francisco, CAAssociatesince Apr 2011Kaplan Test Prep LSAT InstructorJul 2010 - Jun 2011
Skills:
Marketing Communications, Social Entrepreneurship, Philanthropy, Volunteer Coordination, Writing...
Languages:
English, Italian, Spanish
Full Profile

Adam Mcnulty San Francisco, CA

Professions & Specialties

Certified Financial Planner • Portfolio Manager • Puchasing and Estimating Manager • Investment Analyst • Senior Account Executive • Senior Customer Service Representative • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Analyst • School Principal • School Administrator • Educational Manager • Advisor • Representative • Vice President • Financial Manager • Chief Executive • Customer Service

Experience & Education

Position:
Senior Account Executive at Liberty Group, Certified Financial Planner at OneVision Advisors
Title:
Senior Account Executive at Liberty Group
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Liberty Group - Oakland, CASenior Account Executivesince Aug 2004OneVision Advisors - Oakland, CACertified Financial Plannersince Jan 2001
Skills:
Retirement Planning, Wealth Management, Account Management, Fixed Annuities, Finance, Estate Planning
Full Profile

Mark Walters San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager • Master of Business Administration • Certified Medical Assistant • Medical Assistant • Healthcare Support • Financial Director • Chairman of the Board • Chairperson • Vice President • Senior Manager • Operations Manager • Financial Officer • Chief Executive • Bachelor of Business Administration • Leader • Representative • Pilot • Independent Contractor • Managers • Air Transportation Worker • Contractor • Model • Controlling Specialist • Certified Public Accountant • Internal Auditing Manager • Auditor • Certified Auditor • Financial Compliance Examiner • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Computational Scientist • Information Technology Specialist • Computer Scientists • IT Specialist

Experience & Education

Position:
. at McKay Brothers, LLC, Portfolio Manager at My Own Portfolio
Title:
Senior Finance Executive - MBA, CMA, CPIM, CIRM
Location:
San Francisco, California
Industry:
Accounting
Work history:
McKay Brothers, LLC - Oakland, CA.since Oct 2012My Own Portfolio - San Francisco, CAPortfolio Managersince Feb 2010
Certifications:
Certified Management Accountant (CMA), Institute of Management Accountants
Certified Production & Inventory Control (CPIM), APICS The Association for Operations Management
Full Profile

Peter Susko San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Counselor • Investor • Independent Consultant • Advisor • Financial Manager • Independent Business Owners • Operations Manager • Financial Officer • Vice President • Chief Executive • Manager • Corporate Executive • Compliance Manager • Management Team Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Juris Doctor • Master of Business Administration • Computer Software Professional • Software Developers • Of Counsel • Jurist • Legal Counsel

Experience & Education

Position:
Portfolio Manager at Swift Real Estate Partners, Consultant at Capital Strategies Group
Title:
Portfolio Manager at Swift Real Estate Partners
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
Swift Real Estate Partners - San Francisco, CAPortfolio Managersince Dec 2012Capital Strategies Group Consultantsince 2001
Full Profile

Alfonso Tan San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Philanthrope • Supporting Member • Non-Profit • Team Member • Market Analyst • Market Research Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Manager • Financial Officer • Corporate Executive • Chief Executive • Operations Manager • Student Worker • Commodities Clerk

Experience & Education

Position:
Portfolio Manager - Healthcare Group at Wells Fargo Bank
Title:
Portfolio Manager at Wells Fargo Bank
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Wells Fargo Bank - San Francisco, CAPortfolio Manager - Healthcare Groupsince Dec 2011Wells Fargo Bank - San Francisco, CAAssociate - Credit Management Training Program (CMTP)Jul 2011 - Dec 2011
Skills:
Commercial Banking, Valuation, Portfolio Management, Credit, Financial Modeling, Banking, Loans,...
Languages:
English, Tagalog, Spanish, Cebuano (dialect), Ilonggo (dialect)
Full Profile

Ciera Ashley San Francisco, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager • Philanthrope • Team Member • Advisor • Non-Profit

Experience & Education

Position:
Investment Officer, Private Equity at University of California Regents
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
University of California Regents - Oakland, CAInvestment Officer, Private Equitysince Aug 2012University of California Regents - Oakland, CaliforniaSenior Investment Analyst, Real AssetsJun 2011 - Aug 2012
Skills:
Financial Modeling, Financial Analysis, Business Strategy, Valuation, Due Diligence, Management...
Full Profile

Rachan Anderson San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Assistant Property Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Real Estate Sales Agent • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Owner • Financial Manager • Chief Executive • Managers • Data Scientist

Experience & Education

Title:
Assistant Property Manager
Location:
San Francisco Bay Area
Industry:
Commercial Real Estate
Work history:
Charles Dunn Company - San Francisco Bay AreaAssistant Portfolio ManagerMar 2011 - Jun 2011Colliers International - Oakland, CAAssistant Property ManagerAug 2010 - Mar 2011
Full Profile

Jack Merk San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Financial Manager

Experience & Education

Position:
Recovery Counsel at Wells Fargo Practice Finance
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Wells Fargo Practice Finance - Emeryville, CARecovery Counselsince Mar 2004Atel Capital Group Senior Portfolio ManagerMar 2000 - Sep 2003
Full Profile

Cynthia Tsai San Francisco, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Office Assistant • Office Clerk • Clerical Specialist • Financial Manager • Real Estate Sales Agent • Team Member • Operations Manager • Agent • Sales Person • Sales Representative • Bachelor of Science • Psychologist • Psychology Specialist

Experience & Education

Position:
Investment Analyst at Apartment Realty Advisors
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
Apartment Realty Advisors - San Francisco Bay AreaInvestment Analystsince Apr 2013Timothy Lee DDS, Inc - Oakland, CAOffice ManagerJul 2011 - Dec 2012
Skills:
Real Estate
Certifications:
Broker's License, State of California Department of Real Estate
Full Profile

Jim Blachman San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Advisor • Security • Team Member • Vice President • Financial Manager • Chief Executive • Production Manager • Operations Manager • Sales Representative • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Portfolio Manager at Advisor Partners, LLC
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
Advisor Partners, LLC Senior Portfolio Managersince 2002ACUMATION, INC.; a subsidiary of American Century - Mountain View, CAVP, Financial Advisory Services2000 - 2001
Full Profile

Jeffry Scoffern Oakland, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Work

Company:
Oakland
Portfolio manager
Full Profile

Cary Berkley Oakland, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Educator • Education Professional • Instructor • Wellness and Fitness • Program Associate • Project Managers • Financial Manager

Experience & Education

Position:
Certified Nutrition Educator at New Family Nutrition
Location:
Oakland, California
Industry:
Health, Wellness and Fitness
Work history:
New Family Nutrition - Oakland, CACertified Nutrition Educatorsince May 2011Energy Foundation - San Francisco, CASenior Program AssociateMay 2005 - May 2011
Full Profile

Mark Steider San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Assistant Vice President • Vice President • Chief Executive • Financial Manager • Analyst • Security • Investor • Analysts • Credit Analyst • Loan Accountant • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Assistant Vice President at Gateway Bank, FSB
Title:
AVP at Gateway Bank
Location:
San Francisco Bay Area
Industry:
Banking
Work history:
Gateway Bank, FSB - Oakland, CAAssistant Vice Presidentsince Jun 1998Sumitomo Bank of California - San FranciscoCredit AdministrationFeb 1997 - Jun 1998
Full Profile

Nikhil Bhardwaj San Francisco, CA

Professions & Specialties

Investment Analyst • Portfolio Manager • Puchasing and Estimating Manager • Investor • Custodian • Custodial Worker • Cleaners • Accounts Payable • Accounts Payable Specialist • Accounts Receivable • Manager • Chief Executive Officer • Financial Manager • Operations Manager • Corporate Executive • Chief Executive

Experience & Education

Position:
Investment Analyst at Carlson Financial Management
Title:
Investment Analyst
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
Carlson Financial Management - Emeryville, CAInvestment Analystsince Jan 2006TechExcel Accounting AssistantJan 2005 - Dec 2005
Full Profile

Mary Cutler San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Office Assistant • Receptionist • Front Desk Clerk • Office Clerk • Clerical Specialist • Front Office Receptionist • Research Assistant • Researcher • Survey Researcher • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Financial Manager • Non-Profit • Sales Representative • Compliance Manager • Chief Executive • Financial Compliance Examiner • Auditor • Student Worker • Impersonator

Experience & Education

Position:
Executive Assistant at Crosslink Capital
Title:
Executive Assistant
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
Crosslink Capital Executive Assistantsince Sep 2011AllianceBernstein - San FranciscoResearch Assistant to Portfolio ManagerMay 2003 - Jun 2006
Full Profile

Joe Glorfield San Francisco, CA

Professions & Specialties

Portfolio Manager • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Chairperson • Partner • Director • Chief Executive • Financial Manager • Operations Manager • Consumer Goods Professional • Commodities Clerk • Corporate Executive • Marketing Manager • Impersonator • Customer Service • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Numi Organic Tea
Location:
San Francisco Bay Area
Industry:
Consumer Goods
Work history:
Numi Organic Tea - Oakland, CAPresidentsince Nov 2011TBL Capital, LLC - San Francisco Bay AreaPartnerSep 2007 - Dec 2011
Full Profile

Matthew Shetz San Francisco, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Computer Security Specialist • Information Technology Specialist • Security and Investigations Professional • IT Security • IT Specialist • Information Security Engineer • IT Engineer • Financial Manager • Customer Service • Client Service Officer • Analysts • Health Professional • Health Practitioner

Experience & Education

Position:
Information Security Engineer at McKesson RelayHealth
Title:
CISSP, ITIL v3
Location:
San Francisco Bay Area
Industry:
Information Technology and Services
Work history:
McKesson RelayHealth - Emeryville, CAInformation Security Engineersince Jun 2012Consolidated Graphics - Houston, TXSecurity Analyst/Disaster RecoveryDec 2010 - May 2012
Skills:
CISSP, ITIL, Disaster Recovery, Virtualization, VMware, Active Directory, Network Security,...
Certifications:
Certified Information Systems Security Professional (CISSP), ISC2
ITIL V3 Foundation in IT Service Management, ITIL
Full Profile

Jeff Day Oakland, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Owner • Manager • Chief Executive • Operations Manager • Financial Manager • Project Managers

Experience & Education

Position:
Global Head IT Project Office at Novartis
Title:
Global Head of IT Project Office at Novartis
Location:
Basel Area, Switzerland
Industry:
Pharmaceuticals
Work history:
Novartis - Basel Area, SwitzerlandGlobal Head IT Project Officesince 2011Novartis Vaccines and Diagnostics - Cambridge, MassachusettsManager, IT Portfolio PlanningJan 2009 - Aug 2011
Full Profile

Cheri Kim San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Project Manager • Computer Software Professional • Software Developers • Project Managers • Financial Manager • Analyst • Analysts • Advisor • Information Technology Specialist • IT Specialist • Operations Manager • Hospital Care Professional • Health Professional • Health Practitioner • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Project Manager at HP Autonomy
Location:
San Francisco Bay Area
Industry:
Computer Software
Work history:
HP Autonomy - Pleasanton, CAProject Managersince Apr 2011Blue Shield of California - San Francisco, CAIT Project/Portfolio ManagerApr 2009 - Dec 2010
Full Profile

Jonathan Mandle San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Partner • Chief Executive Officer • Chief Executive • Corporate Executive • Financial Manager • Associate Professor • Lecturer • Postsecondary Teacher

Experience & Education

Position:
Partner at Corrum Capital Management LLC, Adjunct Professor at University of San Francisco,...
Title:
Partner at Corrum Capital Management LLC
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
Corrum Capital Management LLC - San FranciscoPartnersince Jan 2013University of San Francisco - San Francisco Bay AreaAdjunct Professorsince Aug 2010
Full Profile

Scott Nystrom San Francisco, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Financial Analyst • Operations Manager • Chief Executive • Team Member

Experience & Education

Position:
MBA, Haas School of Business Class of 2012 at Haas School of Business
Title:
MBA, Haas School of Business Class of 2012
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Haas School of Business - Berkeley, CAMBA, Haas School of Business Class of 2012since Aug 2009The Regents of the University of California - Oakland, CASenior Investment AnalystMar 2008 - Aug 2011
Full Profile

Alicia Kachmarik San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Credit Analyst • Loan Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Account Service Manager • Client Service Officer • Customer Service • Student Worker

Experience & Education

Position:
Vice President | Portfolio Manager at Wells Fargo
Location:
San Francisco Bay Area
Industry:
Banking
Work history:
Wells Fargo Vice President | Portfolio Managersince Mar 2012Wells Fargo Bank - San Jose, CA / Butte, MTVice President, Credit AnalystMay 2010 - Apr 2012
Skills:
Financial Analysis, Commercial Banking, Credit
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Celeste Woo San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Counselor • Advisor • Financial Manager

Experience & Education

Position:
Portfolio Manager at Catellus Development Corporation, Independent Yardi Implementation & Real...
Title:
Portfolio Manager at Catellus Development Corp.
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
Catellus Development Corporation - Oakland, CAPortfolio Managersince Aug 2012Catellus Development Corporation - Oakland, CAIndependent Yardi Implementation & Real Estate Consultantsince Jun 2011
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Brean Popovits San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Credit Analyst • Loan Accountant • Financial Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Medical Support Assistant • Health Support Worker • Healthcare Support

Experience & Education

Position:
AVP, Loan Portfolio Manager at One PacificCoast Bank, FSB
Location:
San Francisco Bay Area
Industry:
Banking
Work history:
One PacificCoast Bank, FSB - Oakland, CAAVP, Loan Portfolio Managersince May 2012Mechanics Bank Senior Credit AnalystDec 2007 - Jun 2012
Skills:
Commercial Lending, Credit Analysis
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Christopher Gee San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Bookkeeper

Experience & Education

Position:
Vice President, Portfolio Manager, The Sterling Group at Merrill Lynch
Location:
San Francisco Bay Area
Industry:
Investment Management
Work history:
Merrill Lynch - Oakland, CAVice President, Portfolio Manager, The Sterling Groupsince Jul 2008GenSpring Family Offices Family Investment OfficerNov 2004 - Jul 2008
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Bryan Wagy Oakland, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Project Manager • Analyst • Project Development Specialist • Analysts • Skilled Professional • Financial Manager • Project Managers

Experience & Education

Work

Company:
Continuity
Project manager
Company:
Southland development company - San Juan Capistrano, CA
Analyst

Skills

CA Real Estate Broker #01898963; Argus, Microsoft Excel, Word, Access, PowerPoint, CAD, Adobe...
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Marsh Johnson San Francisco, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Marketing Manager • Financial Manager • Marketing Administrator • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Software Developer • Software Developers • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Investment Analyst at Established Investments Corporation, Communications and Marketing Manager at...
Title:
Investment Analyst
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
Established Investments Corporation - Oakland, CaInvestment Analystsince Jan 2011Green Valley Transportation Corporation - CaliforniaCommunications and Marketing Managersince Jun 2006
Skills:
Real Estate, Real Estate Negotiating, Real Estate Economics, Marketing Research, Project...
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Hien Tran Oakland, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Apprentice • Financial Manager • Student Worker • Software Developer • Software Developers • Systems Administrator • Computer Systems Administrator • Researcher • Survey Researcher

Experience & Education

Work

Company:
Blackrock
Index equity portfolio manager
Company:
Dow chemical pension fund - Midland, MI
Quantitative strategy intern

Skills

Finance: macroeconomics, asset allocation, portfolio management, econometrics; Strong programming...
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Elizabeth Palomeque San Francisco, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Chief Executive Officer • Corporate Executive • Chief Executive • Financial Manager

Experience & Education

Position:
Managing Director, Portfolio Manager at First Republic Investment Managment, Trustee at Escuela...
Title:
Managing Director, First Republic Investment Managment
Location:
San Francisco Bay Area
Industry:
Banking
Work history:
First Republic Investment Managment Managing Director, Portfolio ManagerEscuela Bilingue Internacional - Oakland, CATrusteesince Jul 2011
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Hassaun Valentine Oakland, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Manager • Financial Manager • Operations Manager • Master of Business Administration • Supporting Member • Team Member • Founding Member • Chief Executive • Bachelor of Science • Advisor • Analysts • Student Worker

Experience & Education

Work

Company:
Pacific gas and electric company (pg&e)
Work plan portfolio manager
Company:
Pacific gas and electric company (pg&e) - San Francisco, CA
Manager (mba associate), transportation services
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Robert Hanlon Oakland, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Master of Business Administration • Counselor • Analyst • Advisor • Analysts • Financial Manager • Team Member • Financial Officer

Experience & Education

Work

Company:
Z grand, llc
Residential properties portfolio manager
Company:
Digital realty (accountemps) - San Francisco, CA
Property accountant - temp

Skills

Financial Analysis, Intermediate Excel, MS Office Suite, Quickbooks, File Maker Pro, Billing,...
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Mimi Zhang Oakland, CA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Manager • Financial Manager • Operations Manager • Counselor • Advisor • Project Managers • Chief Executive • Teaching Assistant • Survey Researcher

Experience & Education

Work

Company:
Genentech inc
Manager, business process excellence
Company:
Newcomb anderson mccormick - San Francisco, CA
Energy engineering consultant

Skills

Advanced Excel, PowerPoint, SAP, Cognos, Dreamweaver, MS Visio, LANGUAGES: Mandarin Chinese, Japanese
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Sharon Hookfin Oakland, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Analyst • Analysts • Security and Investigations Professional • IT Security • Financial Manager

Experience & Education

Work

Company:
University of san francisco medical center - San Francisco, CA
It-identity and access management security analyst
Company:
University of san francisco medical center - San Francisco, CA
Clinical informatics analyst iii
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Joe Wilcox San Francisco, CA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Network Administrator • Network Systems Administrator • Computer Network Professional • Team Leader • Operations Manager • Financial Manager • Hospital Care Professional • Health Professional • Health Practitioner

Experience & Education

Position:
Sr. Network Administrator, Team Lead at Kaiser Permanente
Location:
San Francisco Bay Area
Industry:
Hospital & Health Care
Work history:
Kaiser Permanente - Oakland, CASr. Network Administrator, Team Leadsince May 2004McKesson Security Analyst 2Jan 2001 - Apr 2004
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